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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (1012)	10/12/1998 10:27:00 AM
From: Sam	Respond to of 2025

An overview of the coming reports from computer companies: biz.yahoo.com <<In the short-run, computer firms are generally seen meeting or beating earnings expectations as they report September quarter results during the next two weeks, thanks to a seasonal sales upswing that typically begins each year in the third quarter and continues into the holiday season. Many computer suppliers can boast of refreshed third quarter product lines, increasing profit margins and an end to the glut of personal computer inventory that throttled results at several top manufacturers earlier this year. The fourth quarter should see further acceleration of these trends, most companies are expected to say during meetings with Wall Street analysts scheduled to be held after each company's earnings report. But it's what computer companies cannot see so clearly that has investors worried -- the stocks have been bloodied in recent weeks as gee-whiz optimism about inexorable growth has vanished, at least for now, with executives waiting to see how corporate spending plans play out. ''Investors are looking out beyond the next two quarters to 1999,'' said Salomon Smith Barney analyst Rich Gardner. ''They are concerned about the future.'' It's what Bear Stearns senior computer analyst Andrew Neff refers to as the question of the moment for technology investors: ''What is the impact of the global economic turmoil on computer spending?''>>